In Krayin CRM, create dynamic email templates with placeholders and reuse them for leads, quotes, activities, and contacts. This guide shows you how
How to Create an Email Template in Krayin CRMHow to Create an Email Template in Krayin CRM
Log in to your Krayin CRM account, open the Dashboard, and navigate to Settings ⇾ Email Templates.
Click Email Templates to open the “Email Templates page“. Here, you can see a list of already created templates (if any).
On the top-right corner, you will find a button “Create Email Template”. Click on this button to start creating a new template.
- Creating an Email Template from scratch
- Inserting your own HTML template
1. Creating an Email Template from Scratch
When creating from scratch, you can add a template name, subject, and content. Select dynamic placeholders from the dropdown to automatically fill values when you send the email.
Name of Template: Enter a unique name for your template.
Template Subject: In the subject line, you can use placeholders such as {%leads.title%} or {%leads.lead_value%}. The placeholders pull values from the lead record when you send the email.
Content of Template: While writing the email body, you can also add placeholders from the dropdown menu. Each placeholder will display the actual value of the selected entity in the email.
For example:
- Title → Shows the lead title.
- Lead Value → Displays the monetary value of the lead.
- Source → Shows how the lead was acquired (e.g., Website, Referral).
- Type → Displays the type of lead (e.g., New, Existing).
- Sales Owner → Shows the name of the assigned sales owner.
- Expected Close Date → Displays the projected closing date of the lead.
- Pipeline → Shows the pipeline where the lead is assigned.
- Stage → Displays the current stage of the lead.
Once placeholders are added, the system will replace them with real-time data whenever the template is used. This ensures each recipient gets personalised emails without manual editing.
2. Creating an Email Template by Inserting HTML
- Go to Dashboard ⇾ Settings ⇾ Email Templates.
- Click on the Insert HTML code / Plain text option.
- Paste your custom HTML code inside the editor.
- Click Save.
Search and Edit Email Templates
You can search existing templates by ID, Name, or Subject. You can also clone or edit an existing template instead of creating one from scratch.
Use Cases of Email Templates
- Send personalised one-to-one emails
- Mass email campaigns
- Schedule mass emails
- Autoresponders
- Workflow automation
Preview Email Template
Before using, you can preview your designed email template to ensure that placeholders are correctly displaying the dynamic values.
That’s all about creating and using Email Templates in Krayin CRM. With placeholders, you can make your emails fully dynamic and personalized.